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Showing 141 - 150 of 2809 results for "Advisory"

Future Fund recruits energy heavyweight

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... Capital Markets in the infrastructure M&A team as a managing director. Stuart's role at the global infrastructure advisory and financing bank covered all infrastructure asset classes and included leading the renewables initiative. Prior to joining ...

MLC Expand targets time savings with new AI capabilities

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... over recent months by several licensees, including Shadforth Financial Group, Bridges Financial Services, and Rhombus Advisory. We worked closely with these practices to test, learn, and refine the functionality. Shadforth Financial Group chief executive ...

Equity Story to raise $3.5m to enter property sector

RIDDHIMA TALWANI  |  THURSDAY, 16 OCT 2025
... open on October 24 and will close on November 7. Equity Story recently also provided an update on its acquisition of advisory firm Baker Young. In an ASX release last week, it said that the acquisition has been terminated. The release read: "Equity Story ...

Feature: Compliance | Passing the buck

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
... with the Compensation Scheme of Last Resort (CSLR) bill already topping $67 thanks to other major collapses like Dixon Advisory, United Global Capital and Brite Advisory. "That's a lot of money and the financial advice sector just can't afford ...

AZ NGA acquires majority stake in Geographe Financial Group

ANGELIQUE MINAS  |  TUESDAY, 14 OCT 2025
Advice platform AZ Next Generation Advisory (AZ NGA) has increased its stake in financial advice firm Geographe Financial Group (Geographe). Geographe has provided advice on superannuation, investments and insurance since 1976 for clients in Western ...

ASIC cancels CPG Research & Advisory's AFSL

RIDDHIMA TALWANI  |  FRIDAY, 10 OCT 2025
ASIC has cancelled CPG Research & Advisory's AFSL, which is linked to the now-defunct Linchpin Capital, effective October 7. The cancellation comes after CPG ceased to carry on a financial services business and failed to pay industry funding levies ...

GCQ adds sales director

ELIZABETH FRY  |  THURSDAY, 9 OCT 2025
... Management. Dimitri Giannaras joins as a distribution director, responsible for managing the firm's relationships with advisory groups in New South Wales and Victoria. He will work closely Huw O'Grady in Victoria and Steve Higgins, Nathan Boroughs ...

Australia dominates APAC real estate private credit raisings

MATTHEW WAI  |  FRIDAY, 3 OCT 2025
... supported by a transparent legal framework and a stable market environment." Meanwhile, Knight Frank director, capital advisory, global capital markets Simon Mathews added that non-bank lenders are increasing market share through "opportunistic" business ...

Managed portfolios now the default: AMP

ANGELIQUE MINAS  |  THURSDAY, 2 OCT 2025
... governance and compliance, less implementation risk, and more efficient client management. The report shows that boutique advisory groups are gaining traction, growing at twice the market average rate. This is particularly evident with agencies offering ...

Entireti launches SMA, portfolio management service

ANGELIQUE MINAS  |  WEDNESDAY, 1 OCT 2025
... private-label SMAs tailored to serve specific client needs. Currently Salita offers portfolio solutions and investment advisory services to several businesses under the Entireti network, representing $5 billion in funds under management. Entireti managing ...